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KWM

Kingsview Wealth Management Portfolio holdings

AUM $8.25B
1-Year Est. Return 24.8%
This Fund
S&P 500
This Quarter Est. Return
+17.17%
1 Year Est. Return
+24.8%
3 Year Est. Return
+71.48%
5 Year Est. Return
+83.97%
10 Year Est. Return
–
AUM
$8.25B
AUM Growth
+$926M
Cap. Flow
+$141M
Cap. Flow %
1.71%
Top 10 Hldgs %
21.44%
Holding
1,542
New
208
Increased
672
Reduced
504
Closed
110

Top Buys

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$46.5M
2
AMAT icon
Applied Materials
AMAT
+$43.8M
3
MU icon
Micron Technology
MU
+$39.5M
4
TXN icon
Texas Instruments
TXN
+$39.2M
5
ISRG icon
Intuitive Surgical
ISRG
+$14.3M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$55.2M
2
AAPL icon
Apple
AAPL
+$48.9M
3
WMT icon
Walmart Inc
WMT
+$48.2M
4
MA icon
Mastercard
MA
+$41.4M
5
NKE icon
Nike
NKE
+$33.3M

Sector Composition

Rank Sector Weight
1 Miscellaneous 62.28%
2 Technology 15.51%
3 Industrials 3.87%
4 Healthcare 3.61%
5 Financials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRGF icon
276
iShares US Equity Factor ETF
LRGF
$3.73B
$5.38M 0.07%
71,199
-1,389
-2% -$102K
BRO icon
277
Brown & Brown
BRO
$23.9B
$5.35M 0.06%
83,360
-12,329
-13% -$752K
SCHW
278
Charles Schwab
SCHW
$189B
$5.33M 0.06%
57,815
+51,154
+768% +$4.66M
IWY icon
279
iShares Russell Top 200 Growth ETF
IWY
$16B
$5.32M 0.06%
18,307
+62
+0.3% +$17.5K
VV icon
280
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$5.31M 0.06%
15,430
-30
-0.2% -$10K
WTW icon
281
Willis Towers Watson
WTW
$31.1B
$5.29M 0.06%
20,239
-16,437
-45% -$4.4M
SDVY icon
282
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.5B
$5.28M 0.06%
122,499
+12,836
+12% +$536K
LVHI icon
283
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.8B
$5.26M 0.06%
129,721
+78,256
+152% +$3.2M
CL icon
284
Colgate-Palmolive
CL
$70.8B
$5.25M 0.06%
57,248
+43,694
+322% +$3.82M
HDV
285
iShares Core High Dividend ETF
HDV
$15.4B
$5.17M 0.06%
188,590
+29,005
+18% +$789K
ASCE
286
Allspring SMID Core ETF
ASCE
$177M
$5.17M 0.06%
147,286
-128,120
-47% -$4.12M
APH icon
287
Amphenol
APH
$204B
$5.15M 0.06%
58,416
+10,692
+22% +$771K
COWG icon
288
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.32B
$5.12M 0.06%
127,435
-64,045
-33% -$2.38M
HRB icon
289
H&R Block
HRB
$6.05B
$5.11M 0.06%
134,228
-82,332
-38% -$2.87M
FNY icon
290
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$581M
$5.11M 0.06%
46,077
+4,270
+10% +$435K
PFE icon
291
Pfizer
PFE
$162B
$5.11M 0.06%
212,065
-9,198
-4% -$241K
GIS icon
292
General Mills
GIS
$20.5B
$5.08M 0.06%
145,905
-17,726
-11% -$612K
FIXD icon
293
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.2B
$5.07M 0.06%
116,154
+22,790
+24% +$995K
PVAL icon
294
Putnam Focused Large Cap Value ETF
PVAL
$14.1B
$5.05M 0.06%
99,192
+28,901
+41% +$1.44M
APO icon
295
Apollo Global Management
APO
$78.9B
$5.01M 0.06%
42,344
-22,578
-35% -$2.84M
FPE icon
296
First Trust Preferred Securities and Income ETF
FPE
$6.28B
$5.01M 0.06%
279,968
+21,809
+8% +$393K
SSNC icon
297
SS&C Technologies
SSNC
$19.6B
$4.99M 0.06%
80,448
-14,617
-15% -$992K
IGIB icon
298
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$4.99M 0.06%
93,852
+5,454
+6% +$290K
PNC icon
299
PNC Financial Services
PNC
$98B
$4.98M 0.06%
20,241
+377
+2% +$84.4K
SNA icon
300
Snap-on
SNA
$19.8B
$4.97M 0.06%
12,360
-2,285
-16% -$864K
10 11
12
13 14

Similar funds

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $8.31B AUM 37.53% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $8.19B AUM 42.01% 1-Year Est. Return

Kingsview Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Kingsview Wealth Management held 1,542 positions worth $8.25B, up 13% from $7.33B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Kingsview Wealth Management's Q2 2026 filing shows 208 new, 672 increased, 504 reduced and 110 closed positions. Its largest new stake was American Century Quality Diversified International ETF: 150,256 shares worth $10.4M. The largest sale was Advanced Micro Devices, an estimated $55.2M.

By sector, the portfolio is most concentrated in Miscellaneous at 62% of assets, up from 61% a quarter earlier, followed by Technology and Industrials.

  • Kingsview Wealth Management's largest Q2 2026 buy was American Century Quality Diversified International ETF: 150,256 shares worth $10.4M.
  • Kingsview Wealth Management added most to Lam Research in Q2 2026, an estimated $46.5M increase.
  • Kingsview Wealth Management's biggest Q2 2026 reduction was Advanced Micro Devices, cutting an estimated $55.2M.
  • Kingsview Wealth Management fully exited John Hancock Multifactor Emerging Markets ETF in Q2 2026, selling an estimated $7.69M.
  • Kingsview Wealth Management's ten largest holdings make up 21% of its $8.25B portfolio in Q2 2026.
  • Kingsview Wealth Management opened 208 new positions and closed 110 in Q2 2026.
  • Kingsview Wealth Management's portfolio value rose 13% quarter-over-quarter to $8.25B.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.